Morgan Stanley cuts target for TransDigm Group stock to USD 1,300
Published on 10/20/2026 at 11:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSTargets and operating growth
- Morgan Stanley cut its TransDigm target from USD 1,400 to USD 1,300 on October 16, 2026.
- Third-quarter fiscal 2026 revenue reached USD 2.74 billion, up 22.5 percent year over year.
- TransDigm Group stock was trading at EUR 1,018.00 at 11:31 a.m. CEST at Lang & Schwarz on October 20, 2026.
TransDigm Group (ISIN US8936411003) faced a USD 100 reduction in Morgan Stanley's price target on October 16, 2026, while the aerospace supplier's third-quarter fiscal 2026 revenue reached USD 2.74 billion. MarketScreener reported that Morgan Stanley lowered its target from USD 1,400 to USD 1,300 and retained an Equal Weight rating. The cut puts valuation discipline alongside a still expanding operating base.
Three target changes set the tone
The recent sequence began on September 29, 2026, when TransDigm completed the acquisition of Prince & Izant for approximately USD 1.066 billion, according to StockAnalysis. On October 15, 2026, RBC cut its target from USD 1,350 to USD 1,200 while keeping Sector Perform, as reported by MarketScreener. Morgan Stanley's October 16, 2026 target cut to USD 1,300 was the latest of the three.
What does the target cut mean?
Morgan Stanley's target declined 7.14 percent from USD 1,400 to USD 1,300, even as TransDigm reported revenue of USD 2.74 billion for the quarter ended June 27, 2026, up 22.5 percent from USD 2.24 billion a year earlier. GreekSoup reported net income of USD 539 million, up 9.6 percent, and diluted earnings per share of USD 9.39 versus USD 8.47 in the prior-year quarter. The figures show why the target revisions are a valuation question rather than a report of weakening sales.
Dates for the next decision point
Yahoo Finance lists November 5, 2026 as the estimated next earnings date. That report will test whether the company can convert the fiscal 2026 growth rate into the earnings outlook investors are using for valuation.
Euro quote above EUR 1,000
TransDigm Group stock was trading at EUR 1,018.00 at Lang & Schwarz on October 20, 2026 at 11:31 a.m. CEST. The quote is an intraday indication for German investors, while the primary listing is on the NYSE and the latest U.S. market capitalization was USD 63.2 billion on October 19, 2026. The 52-week range was USD 1,071.25 to USD 1,463.03 on that date. The further course of trading is shown by the continuously updated real-time quote of TransDigm Group stock.
TransDigm Group facts
- Company: TransDigm Group Incorporated
- ISIN: US8936411003
- Ticker: TDG
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 20, 2026, 11:31 a.m. CEST): EUR 1,018.00
- Market capitalization: USD 63.2 billion (as of October 19, 2026)
- 52-week range: USD 1,071.25-1,463.03 (as of October 19, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
- Next earnings date: November 5, 2026
Market context: Market report S&P 500.
